Join Andrew, Matt and Claude for the last episode of Baby Giants as they chat about markets and multiples, Fiducian Group, the financialisaton of the economy, Kinatico and keeping focused. Follow us on Twitter: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03...
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Join Andrew, Matt and Claude for the last episode of Baby Giants as they chat about markets and multiples, Fiducian Group, the financialisaton of the economy, Kinatico and keeping focused. Follow us on Twitter: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03...
Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:08 - Good News7:32 - Macro - inflation & deficits10:18 - ImExHS (ASX: IME)16:36 - Companies accommodating to analysts and the market19:14 - RPMGlobal Holdings (ASX: RUL)30:57 - DCFs35:00 - Mana...
Baby Giants Investing
Join Andrew, Matt and Claude for the last episode of Baby Giants as they chat about markets and multiples, Fiducian Group, the financialisaton of the economy, Kinatico and keeping focused. Follow us on Twitter: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03...
